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Portfolio (Quarterly) Guide ↗

Jacobi Capital Management LLC

· CIK 0001689646
13F Portfolio $1.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 610 New
Page 28 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MPWR MONOLITHIC PWR SYS INC Technology 312.0 $283K 0.02% NEW $907.57 +63.8%
542 SPG SIMON PPTY GROUP INC NEW Real Estate 1,524.0 $282K 0.02% NEW $185.14 +8.3%
543 NI NISOURCE INC Utilities 6,736.0 $281K 0.02% NEW $41.77 +11.5%
544 J JACOBS SOLUTIONS INC Industrials 2,123.0 $281K 0.02% NEW $132.46 -14.2%
545 SOFI SOFI TECHNOLOGIES INC Financial Services 10,565.0 $277K 0.02% NEW $26.18 -40.0%
546 NMI NUVEEN MUN INCOME FD INC Financial Services 27,754.0 $276K 0.02% NEW $9.93 +7.8%
547 VST VISTRA CORP Utilities 1,708.0 $276K 0.02% NEW $161.33 -15.2%
548 UNM UNUM GROUP Financial Services 3,553.0 $275K 0.02% NEW $77.51 +6.8%
549 AVEM AMERICAN CENTY ETF TR 3,551.0 $273K 0.02% NEW $77.01 +17.5%
550 ADI ANALOG DEVICES INC Technology 1,002.0 $272K 0.02% NEW $271.26 +52.7%
551 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 9,510.0 $271K 0.02% NEW $28.52 +4.7%
552 TD TORONTO DOMINION BK ONT Financial Services 2,849.0 $268K 0.02% NEW $94.20 +15.1%
553 TOL TOLL BROTHERS INC Consumer Cyclical 1,952.0 $264K 0.01% NEW $135.22 -6.1%
554 EATON VANCE TAX-MANAGED GLOB 28,344.0 $261K 0.01% NEW $9.22
555 FMHI FIRST TR EXCH TRADED FD III 5,433.0 $260K 0.01% NEW $47.94 -0.6%
556 SONY SONY GROUP CORP Technology 10,110.0 $259K 0.01% NEW $25.60 -11.3%
557 RWL INVESCO EXCH TRADED FD TR II 2,259.0 $259K 0.01% NEW $114.49 +8.8%
558 RAA ETF OPPORTUNITIES TRUST 9,350.0 $257K 0.01% NEW $27.49 +7.9%
559 INGR INGREDION INC Consumer Defensive 2,326.0 $256K 0.01% NEW $110.25 -8.0%
560 HYTR NORTHERN LTS FD TR III 11,648.0 $253K 0.01% NEW $21.72 -2.5%
Page 28 of 31  ·  610 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.9%
Technology 15.3%
Healthcare 8.2%
Industrials 8.1%
Consumer Defensive 5.8%
Communication Services 5.6%
Consumer Cyclical 4.5%
Utilities 3.5%
Energy 2.8%
Basic Materials 1.4%